See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,732 | $45,863-6.8% | $77,024-44.5% | $68,494-37.6% |
| Participation rate | 55.9% | 55.9%0pp | 67.9%-12.0pp | 67.9%-12.0pp |
| Annual return | -18.01% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,549 | $1,650-6.1% | $2,812-44.9% | $2,596-40.3% |
| Participant deferral / active EE | $3,140 | $2,962+6.0% | $4,426-29.1% | $4,027-22.0% |
| Admin fee / account holder | $411 | $3,041-86.5% | $5,425-92.4% | $5,403-92.4% |